+1,512.7%
HUBB vs MKTX
+1,443.5%
+69.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.5% |
| 7D | -1.7% | -0.2% | -1.5% | -1.7% |
| 30D | -12.7% | +0.8% | -13.5% | -12.8% |
| 3M | -2.9% | +41.1% | -44.1% | -10.0% |
| 6M | -4.8% | -9.5% | +4.8% | -4.0% |
| YTD | +2.8% | -8.7% | +11.5% | +3.2% |
| 1Y | +3.5% | -10.0% | +13.5% | +4.0% |
| 3Y | +43.5% | -24.6% | +68.2% | +45.6% |
| 5Y | +154.2% | -60.3% | +214.5% | +188.0% |
| 10Y | +434.0% | +5.0% | +429.0% | +377.5% |
| All | +1,512.7% | +1,443.5% | +69.3% | +633.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded MKTX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling